ICICI Prudential Asset Management Co Ltd Sells 78,992 Shares of Microchip Technology Incorporated $MCHP
ICICI Prudential Asset Management Co Ltd significantly reduced its stake in Microchip Technology Incorporated (NASDAQ:MCHP) by selling 78,992 shares, decreasing its position by 90.5%. Despite this, other institutional investors have recently modified their holdings, with hedge funds and institutional investors owning 91.51% of the company's stock. Microchip Technology recently reported earnings that topped consensus estimates and announced a quarterly dividend.
9 Arizona companies make the latest Fortune 500 list
Nine Arizona companies made the 2025 Fortune 500 list, a decrease of one from the previous year. Freeport-McMoRan reclaimed the top spot among Arizona companies, ranking 169th overall with $25.5 billion in revenue, while Avnet placed second in the state. Walmart led the overall Fortune 500 for the 13th consecutive year, with $681 billion in revenue.
Ex-Dividend Reminder: Rockwell Automation, MKSI and Microchip Technology
Rockwell Automation (ROK), MKS Inc. (MKSI), and Microchip Technology (MCHP) are set to trade ex-dividend on February 23, 2026. Rockwell will pay $1.38, MKS Inc. $0.25, and Microchip Technology $0.455. The article highlights the expected impact on stock prices and provides historical dividend charts for investors to assess stability.
CenterBook Partners LP Has $4.39 Million Stock Holdings in Microchip Technology Incorporated $MCHP
CenterBook Partners LP significantly increased its stake in Microchip Technology, holding 68,302 shares valued at $4.39 million after a 102.6% boost in Q3. Institutional investors now own about 91.51% of the stock, while analysts maintain a "Moderate Buy" rating with an $86.00 consensus target. Microchip reported Q3 EPS of $0.44 and revenue of $1.19 billion, issued Q4 2026 guidance, and declared a quarterly dividend of $0.455.
L3Harris Is Up 28% in the Last 6 Months. Here’s Where the Stock Could Go in 2026
L3Harris Technologies (LHX) has seen its stock climb 28% in the last six months, trading near its 52-week high, driven by strong Q4 results, a record backlog, and solid 2026 guidance. The company projects revenue of $23.0 billion to $23.5 billion for 2026, with an implied upside of 16% to a target price of $402 based on valuation models. Key factors supporting this growth include sustained defense spending, major contract awards, and plans for an IPO of its Missile Solutions business in H2 2026.
Comfort Systems USA Is Up 20% in the Last 30 Days. Here’s What to Expect in 2026
Comfort Systems USA stock has risen 20% in the last 30 days, trading near its 52-week high, driven by investor anticipation of strong Q4 and full-year 2025 earnings. Analysts project continued revenue growth and stable operating margins for 2026, with the company maintaining financial flexibility and institutional confidence. The stock is considered modestly undervalued with an implied upside of 11%, powered by sustained revenue growth and operational efficiency.
Analog Devices Stock Rises After Earnings. The Chipmaking Business Is Booming.
Analog Devices' stock rose significantly after the company reported stronger-than-expected fiscal first-quarter earnings. The chipmaker also provided robust guidance for the current second quarter, indicating a booming chipmaking business. This positive performance aligns with a strong start to 2026 for Analog Devices and other analog semiconductor companies.
Analog Devices surges after Q1 results and outlook beat estimates
Analog Devices (ADI) shares rose approximately 9% in premarket trading after reporting fiscal first-quarter results and providing an outlook that surpassed estimates. The company's revenue for Q1 fiscal 2026 increased by about 30% year-over-year to $3.16 billion, and its adjusted EPS also saw a significant rise.
Microchip Technology Surges 45% as PCIe Gen 6 Wins Stack Up: Here’s the Path to $134
Microchip Technology (MCHP) has shown strong recovery, with Q3 FY26 net sales up 16% year-over-year and EPS beating consensus, signaling the end of an inventory correction. The company's $800 million convertible note offering and three PCIe Gen 6 design wins, including one projected to generate over $100 million in 2027 revenue, are key drivers for future growth. Analysts project a potential 41% total return to a $111 target over two years, with a path to $134 under specific favorable conditions.
Analog Devices Stock Rises After Earnings. Chip Maker’s Strong Year Continues.
Analog Devices saw its stock rise after reporting stronger-than-expected fiscal first-quarter earnings. The chip maker also provided robust guidance for the current second quarter. This performance continues a strong start to 2026 for Analog Devices and other analog semiconductor companies.
Krawczyk, Microchip Technology SVP, sells $345k in stock By Investing.com
Joseph R. Krawczyk II, Senior VP at Microchip Technology INC, sold 4,400 shares of common stock for $345,743 on February 12, 2026. This transaction occurred as the company's shares traded near their 52-week high, despite an InvestingPro analysis suggesting the stock is overvalued. Analysts maintain an optimistic outlook, with Microchip expected to return to profitability this year.
NEOS Investment Management LLC Increases Holdings in Microchip Technology Incorporated $MCHP
NEOS Investment Management LLC significantly increased its stake in Microchip Technology Incorporated (MCHP) by 68.1% in the third quarter, bringing its total holdings to 244,937 shares valued at $15.73 million. Other institutional investors and hedge funds also adjusted their positions, and insider transactions show CFO James Eric Bjornholt and CEO Steve Sanghi selling shares. The company reported strong financial results, beating analyst expectations for EPS and revenue, and announced a quarterly dividend.
First National Bank of Omaha Takes $3.63 Million Position in Microchip Technology Incorporated $MCHP
First National Bank of Omaha has acquired a new stake worth $3.63 million in Microchip Technology Incorporated (NASDAQ:MCHP) during the third quarter. This move comes as Microchip Technology exceeded quarterly EPS expectations, reported strong revenue growth, and analysts have raised price targets. The company also declared a dividend, though insiders have sold a significant number of shares recently.
Krawczyk, Microchip Technology SVP, sells $345k in stock By Investing.com
Joseph R. Krawczyk II, Senior VP at Microchip Technology INC, sold 4,400 shares of common stock for $345,743. This transaction occurred as the stock trades near its 52-week high, with the company maintaining a 25-year dividend payment streak and analysts revising earnings estimates upward. Despite appearing overvalued by InvestingPro, Microchip has recent strategic moves, including an $800 million convertible senior notes offering and expanded edge AI solutions.
Krawczyk, Microchip Technology SVP, sells $345k in stock
Joseph R. Krawczyk II, Senior VP at Microchip Technology, sold 4,400 shares of company stock for $345,743. This transaction occurred as Microchip shares are near a 52-week high and have seen significant growth. The company recently announced an $800 million offering of convertible senior notes and expanded its edge AI solutions while receiving varied analyst ratings.
Krawczyk, Microchip Technology SVP, sells $345k in stock
Joseph R. Krawczyk II, Senior VP at Microchip Technology INC, sold 4,400 shares of common stock for $345,743 on February 12, 2026. This transaction occurred as Microchip shares are near their 52-week high and analysts maintain an optimistic outlook, with the company expected to return to profitability this year. Despite an InvestingPro analysis suggesting the stock is overvalued, the company boasts a 25-year dividend payment streak and has recently announced an increased convertible senior notes offering and expanded AI solutions.
Krawczyk, Microchip Technology SVP, sells $345k in stock
Joseph R. Krawczyk II, Senior VP at Microchip Technology, sold 4,400 shares of company stock for over $345,000, bringing his direct holdings to 12,781 shares. This transaction occurred as Microchip shares traded near a 52-week high. The company recently announced an $800 million offering of Convertible Senior Notes and expanded its edge AI solutions while receiving varied analyst ratings.
Krawczyk, Microchip Technology SVP, sells $345k in stock By Investing.com
Joseph R. Krawczyk II, Senior VP at Microchip Technology (NASDAQ:MCHP), sold 4,400 shares of company stock for $345,743 on February 12, 2026. This transaction occurred near the stock's 52-week high, with Microchip Technology showing a 45.34% return over the past year. Analysts are optimistic about the company's future, anticipating a return to profitability this year and noting its 25-year dividend payment streak, despite InvestingPro analysis suggesting the stock may be overvalued.
Inside Ceva's big AI year: 10 NPU deals powering next-gen devices
Ceva (NASDAQ: CEVA) announced 2025 as a breakthrough year for its AI licensing business, securing 10 NeuPro NPU agreements and reporting that AI contributed over 20% of its annual licensing revenue. Key deals included strategic NPU licenses with a major PC OEM and Microchip Technology, validating Ceva's scalable NPU strategy. The company anticipates six customers will have silicon prepared by late 2026, boosting future royalty visibility.
5 Stocks In The Spotlight: Wall Street's Most Accurate Analysts Weigh In
US stocks closed mixed on Friday, with all major indices seeing weekly losses. Benzinga highlights stock picks from five of Wall Street's most accurate analysts, based on their accuracy ratings. The article details recent ratings and price targets for IPG Photonics (IPGP), Microchip Technology (MCHP), Tower Semiconductor (TSEM), Arista Networks (ANET), and Nova Ltd (NVMI), along with recent news for each company.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology (MCHP) with an "Equal-Weight" recommendation. Analysts project an average one-year price target of $84.34, suggesting a 7.36% upside from its current price. Institutional ownership in MCHP remains strong, despite a slight decrease in the number of reporting funds.
Assessing Microchip Technology (MCHP) Valuation After Fresh Analyst Optimism And New Edge AI And Automotive Moves
Microchip Technology (MCHP) is back in focus due to positive analyst coverage, new edge AI product launches, and an expanded automotive partnership with Hyundai Motor Group. Despite a 54.43% 90-day share price return and analysts targeting a price about 10% higher, the question remains whether the stock is still undervalued. While a narrative valuation suggests it's 9.7% undervalued at $86.96, a P/S ratio at 9.7x is higher than peers, prompting investors to weigh quality premium against margin of safety.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology (MCHP) with an Equal-Weight recommendation. Analysts predict a 7.36% upside for the stock, with an average one-year price target of $84.34/share. Institutional ownership data shows a slight decrease in the number of funds holding MCHP, though the overall outlook is bullish according to the put/call ratio.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology (MCHP) with an Equal-Weight recommendation. The analyst price forecast suggests a 7.36% upside, with an average one-year price target of $84.34/share. Institutional ownership data indicates a slight decrease in the number of funds holding MCHP, though major funds like Vanguard and Geode Capital Management continue to hold significant positions.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology (MCHP) with an "Equal-Weight" recommendation. Analysts project a 7.36% upside for the stock from its current price, with an average one-year price target of $84.34/share. Institutional ownership of MCHP has slightly decreased, though the put/call ratio suggests a bullish outlook on the stock.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology (MCHP) with an Equal-Weight recommendation. Analysts predict a 7.36% upside with an average one-year price target of $84.34. Institutional ownership remains strong, although the number of funds reporting positions has decreased slightly.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage on Microchip Technology (MCHP) with an Equal-Weight recommendation. The average one-year price target for MCHP is $84.34/share, suggesting a 7.36% upside from its latest closing price. Institutional ownership in the company has seen a slight decrease in the last quarter, though some major funds like Vanguard and Geode Capital Management increased their holdings.
If You Invested $1000 in Microchip Technology a Decade Ago, This is How Much It'd Be Worth Now
This article calculates the return on a $1000 investment in Microchip Technology (MCHP) made ten years ago, showing it would be worth $3,888.15 today, a 288.81% gain. It highlights the company's business drivers, product lines including microcontrollers and analog products, and anticipates further upside due to AI investments and strong product sales. The article also provides a comparison of MCHP's performance against the S&P 500 and gold.
If You Invested $1000 in Microchip Technology a Decade Ago, This is How Much It'd Be Worth Now
An investment of $1000 in Microchip Technology (MCHP) made ten years ago would now be worth $3,888.15, representing a 288.81% gain. This performance significantly outpaced the S&P 500's rally and gold's return over the same period. Analysts are optimistic about MCHP's future prospects, driven by growing AI investments and strong sales of its data center products.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology (MCHP) with an "Equal-Weight" recommendation. Analysts forecast an average one-year price target of $84.34, suggesting a 7.36% upside from its last reported closing price. The article also details institutional ownership, showing a slight decrease in the number of funds reporting positions but an increase in average portfolio weight dedicated to MCHP.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology (MCHP) with an Equal-Weight recommendation. The average one-year price target for MCHP is $84.34/share, suggesting a 7.36% upside from its latest closing price. Institutional ownership in MCHP has seen a decrease in the number of funds reporting positions, though the put/call ratio indicates a bullish outlook for the stock.
If You Invested $1000 in Microchip Technology a Decade Ago, This is How Much It'd Be Worth Now
This article examines the hypothetical growth of a $1000 investment in Microchip Technology (MCHP) made ten years ago, revealing it would now be worth $3,888.15, outperforming the S&P 500 and gold. It delves into Microchip Technology's business, product lines, and revenue contributions from different regions, highlighting its focus on embedded control solutions and strong performance in AI-driven markets. Analysts anticipate further upside for MCHP due to AI investments, new product launches like the industry's first 3-nanometer-based PCIe Gen 6 switch, and a broad-based recovery in its end markets.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology (MCHP) with an "Equal-Weight" recommendation. The average one-year price target for MCHP is $84.34, suggesting a 7.36% upside from its last closing price. The company's projected annual revenue is 9,451MM, and its non-GAAP EPS is expected to be 6.00.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology (MCHP) with an Equal-Weight recommendation. Fintel reports that the average one-year price target for MCHP is $84.34, suggesting a 7.36% upside from its last closing price. Institutional ownership shows a slight decrease in the number of funds holding positions, while total shares owned also declined by 3.25%.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage on Microchip Technology (MCHP) with an "Equal-Weight" recommendation. Analysts project an average one-year price target of $84.34, representing a 7.36% upside from its current price. Institutional ownership data shows a slight decrease in shares owned, but a bullish put/call ratio of 0.46, indicating positive sentiment.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology (MCHP) with an "Equal-Weight" recommendation. Analysts forecast a 7.36% upside for the stock from its current price, with an average one-year price target of $84.34/share. Fund sentiment indicates a bullish outlook, with a put/call ratio of 0.46, despite a slight decrease in institutional ownership.
Microchip Technology prices upsized $800M convertible senior notes offering
Microchip Technology announced the pricing of its upsized offering of $800 million in 0.625% convertible senior notes due 2029, a significant increase from the previously announced $700 million. The offering includes an option for initial purchasers to buy an additional $100 million in notes. The transaction is set to close on February 22, 2026.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology (MCHP) with an Equal-Weight recommendation. The average one-year price target for MCHP is $84.34, suggesting a 7.36% upside from its last closing price, with projected annual revenue increasing by 116.15% to $9,451MM. Institutional ownership currently shows a slight decrease in shares held, but a bullish put/call ratio of 0.46.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology (MCHP) with an Equal-Weight recommendation. Analysts predict a 7.36% upside for the stock, with an average one-year price target of $84.34/share. Institutional ownership data indicates a slight decrease in the number of funds holding MCHP, while the put/call ratio suggests a bullish outlook.
Microchip’s Edge AI, Hyundai Deal and New Notes Could Be A Game Changer For Microchip Technology (MCHP)
Microchip Technology recently expanded its edge AI portfolio with new MCU and MPU solutions and launched a high-density power module for AI servers. The company also reported improved quarterly results, issued new convertible notes, and maintained dividends. These developments, particularly the collaboration with Hyundai Motor Group on in-vehicle networking, position Microchip to potentially reshape its embedded product applications in AI and automotive sectors.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology (MCHP) with an Equal-Weight recommendation. The average one-year price target suggests a 7.36% upside, with projected annual revenue increasing by 116.15%. Institutional ownership details and fund sentiment are also provided, indicating a bullish outlook based on the put/call ratio.
Microchip Technology Stock Gains On Uplifting Forecast
Microchip Technology Inc. reported a significant year-over-year revenue decline but surpassed analyst expectations and achieved a book-to-bill ratio above one. The company provided an uplifting forecast for the first quarter, projecting adjusted EPS and sales within a specified range, and announced a quarterly dividend. This positive outlook led to gains in the stock price.
Barclays Initiates Coverage of Microchip Technology (MCHP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology (MCHP) with an Equal-Weight recommendation. Analysts project an average one-year price target of $84.34, representing a 6.87% upside from its recent closing price. Institutional ownership shows a slight decrease in the last quarter, yet the put/call ratio indicates a bullish outlook for the company.
Microchip Technology Sees Demand Strengthen as Channel Normalizes, Shifts Focus to Debt Paydown
Microchip Technology is seeing strengthening demand and a more normalized distribution channel, with its book-to-bill ratio significantly above 1 and a better-than-seasonal March-quarter revenue outlook. The company is now prioritizing debt reduction after completing a $1.5 billion mandatory convertible offering, aiming for a net debt-to-EBITDA ratio of around 1.5x, and expects a gradual path to a long-term gross margin target of 65%. While demand visibility remains limited, executives highlighted strong performance in high-margin products for aerospace, defense, networking, and data centers.
Barclays Initiates Coverage on Microchip Technology (MCHP) with
Barclays has initiated coverage on Microchip Technology (MCHP) with an "Equal-Weight" rating and a price target of $80.00 USD. This follows several other analysts' recent assessments, with an average target price of $86.58 from 23 analysts, indicating a 10.63% upside from its current price. GuruFocus estimates a one-year GF Value of $60.87, suggesting a potential 22.22% downside.
Microchip Technology Incorporated $MCHP Shares Purchased by Cibc World Market Inc.
CIBC World Market Inc. significantly increased its stake in Microchip Technology (MCHP), alongside other institutional investors, pushing institutional ownership to nearly 91.51%. The semiconductor company reported strong earnings, beating EPS estimates and growing revenue by 15.6% year-over-year, and issued optimistic Q4 FY2026 guidance. Furthermore, Microchip Technology declared a quarterly dividend and received a "Moderate Buy" consensus rating from analysts, with an average price target of $86.
Barclays Initiates Coverage of Microchip Technology Incorporated - Preferred Stock (MCHPP) with Equal-Weight Recommendation
Barclays has initiated coverage of Microchip Technology Incorporated - Preferred Stock (MCHPP) with an Equal-Weight recommendation. The average one-year price target for MCHPP is $73.55/share, suggesting a 6.90% upside from its latest closing price. Institutional ownership in MCHPP increased by 0.09% in the last quarter, with Capital International Investors being a significant holder.
Microchip Technology Targets Edge AI Servers And EVs With New Push
Microchip Technology recently expanded its offerings in edge AI solutions, power modules for AI servers, and automotive connectivity through a collaboration with Hyundai Motor Group. These strategic moves aim to strengthen the company's presence in industrial, data center, and automotive markets. While these initiatives provide growth opportunities, investors should consider Microchip's significant debt and limited dividend coverage from earnings.
AI Chips Today - Arteris Achieves Major Milestone With Network-On-Chip Technology
Arteris, Inc. has announced a significant achievement with its network-on-chip technology now deployed in over 4 billion chips and chiplets, demonstrating its increasing adoption across various AI-driven sectors like automotive and consumer electronics. The company's interconnect IP is critical for modern AI chip designs, facilitating high performance and energy efficiency in complex multi-die architectures. Other market activities included Suzhou Centec Communications rising by 11.4% and Astera Labs falling by 11.9% after appointing a new CFO and providing earnings guidance.
Microchip Technology and Hyundai Motor Group Assess Single Pair Ethernet for Next-Generation Vehicle Networks
Microchip Technology and Hyundai Motor Group are collaborating to evaluate 10BASE-T1S Single Pair Ethernet (SPE) technology for future vehicle platforms. This joint effort aims to enhance in-vehicle network architectures, supporting advanced features like ADAS and electrification by simplifying wiring, reducing costs, and improving network integration. Microchip will provide engineering support and product samples to Hyundai Motor Group for integrating SPE solutions into upcoming electric, autonomous, and smart mobility systems.
